Waste Management Solution - Appointments

1 Overview

The Appointments feature can be used to schedule and manage appointments with Customers and Prospects. Appointments can be added to any active Prospect or Customer record and can be viewed or amended at any time. This article will cover how to add and edit Appointments and the various options for reviewing appointments.

2 Appointments Tab

Appointments cannot be added as standalone records but must instead be associated with a specific Prospect or Customer. The Appointments tab displays all of the existing appointment stats for a Prospect or Customer, and allows for adding new Appointments and reviewing a records full Appointment history. To access it, first open the Prospect or Customer, then click on the the Appointments tab.

The tab also displays an overview report detailing the number of appointments scheduled, completed and cancelled for this record.